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We prove it, too, with the highest compensation, first day medical benefits, a best in industry 401(K) retirement plan, and fiduciary services offered through Creative Planning. You will have low fee, low cost funds such as Vanguard and a variety of other investment selections that will help you reach financial security and ultimately, financial freedom.
$1,871 a weekExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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The DWS will work with families as a subject area expert in multigenerational consultancy including estate planning, multigenerational planning, family governance, education, philanthropy, and trust and fiduciary advisory.
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Administer and manage trust accounts, including investment management, estate settlement, and fiduciary responsibilities. Relevant industry certifications (CTFA, CFP, or JD) are a plus. A rapidly growing privately held Trust Company in South East Florida is seeking a Relationship Manager / Trust Officer to join their team.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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In-depth / expert knowledge of fiduciary laws including estate planning techniques, relevant tax regulations. May provide day to day technical support to other team members responsible for fiduciary account management.
Full-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school. Knowledge of fiduciary and financial products and services required through extensive related work experience.
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10 + years work experience in tax compliance, specialization in individual, fiduciary, estate and gift taxation. Specifically, Federal and State Individual and Fiduciary tax returns. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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We are seeking a Tax Director to join the Private Client Services (PCS) practice in our West Palm Beach office. A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation and transparency.
$199,780 - $312,156 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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We are seeking a dynamic and experienced Chief Trust/Fiduciary Officer to build and lead our trust department. The Chief Trust/Fiduciary Officer will be one of four founding executive team members and will have the opportunity to take on even greater leadership opportunities as the company grows.
Full-timeExpandApply NowActive JobUpdated 5 days ago
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